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WisdomTree US LargeCap Dividend Fund

Name Holding Trade Value Shares
Change
Change in
Stake
CAL
251
Capital Advisors Ltd
Ohio
$19K – – –
TCWM
252
Total Clarity Wealth Management
Illinois
$17K +$17.6K +286 New
NFG
253
Next Financial Group
Texas
$16K – – –
OCM
254
Orion Capital Management
California
$16K – – –
Simplex Trading
255
Simplex Trading
Illinois
$12K – – –
JFA
256
JNBA Financial Advisors
Minnesota
$11K – – –
ADL
257
Asset Dedication LLC
California
$11K +$11.8K +192 New
CFGS
258
Concourse Financial Group Securities
Alabama
$10K – – –
RTL
259
Red Tortoise LLC
Georgia
$8K +$17.1K +278 New
CCM
260
Cribstone Capital Management
Maine
$7K +$7.39K +120 New
EIP
261
Ellis Investment Partners
Pennsylvania
$6K – – –
SIS
262
Sound Income Strategies
Florida
$6K – – –
CIAS
263
Capital Investment Advisory Services
North Carolina
$4K – – –
RTC
264
Riverview Trust Company
Washington
$3K – – –
AA
265
Addison Advisors
Vermont
$1K – – –
BU
266
BBVA USA
Alabama
$1K – – –
JWCA
267
J.W. Cole Advisors
Florida
– -$6.7M -111,386 Closed
SFA
268
Sequoia Financial Advisors
Ohio
– -$410K -6,810 Closed
ARC
269
Advisor Resource Council
Texas
– -$394K -6,554 Closed
EWA
270
Exencial Wealth Advisors
Oklahoma
– -$334K -5,550 Closed
BTWM
271
Baker Tilly Wealth Management
Wisconsin
– -$239K -3,974 Closed
Wolverine Trading
272
Wolverine Trading
Illinois
– -$231K -3,848 Closed
CIC
273
Carnegie Investment Counsel
Ohio
– -$216K -3,598 Closed
PA
274
Perennial Advisors
New York
– -$36K -606 Closed
ASN
275
Advisory Services Network
Georgia
– -$20K -330 Closed